iShares S&P 500 Value Index shares owned by Prospera Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Prospera Financial Services
from 13F filings
Historical chart of Prospera Financial Services investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Prospera Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Prospera Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 24k | 197.20 |
| 2024-06-30 | $3.8M | 21k | 182.03 |
| 2024-03-31 | $3.6M | 19k | 186.83 |
| 2023-12-31 | $3.2M | 19k | 173.89 |
| 2023-09-30 | $3.0M | 20k | 153.86 |
| 2023-06-30 | $3.4M | 21k | 161.21 |
| 2023-03-31 | $3.1M | 21k | 151.77 |
| 2022-12-31 | $3.1M | 22k | 145.07 |
| 2022-09-30 | $3.2M | 25k | 128.57 |
| 2022-06-30 | $3.5M | 26k | 137.47 |
| 2022-03-31 | $3.5M | 23k | 155.76 |
| 2021-12-31 | $1.6M | 10k | 156.72 |
| 2021-09-30 | $1.2M | 8.6k | 145.47 |
| 2021-06-30 | $1.1M | 7.7k | 147.72 |
| 2021-03-31 | $931k | 6.6k | 141.34 |
| 2020-12-31 | $675k | 5.3k | 128.03 |
| 2020-09-30 | $55k | 492 | 111.79 |
| 2019-12-31 | $253k | 1.9k | 130.14 |
| 2019-09-30 | $225k | 1.9k | 118.86 |
| 2018-03-31 | $467k | 4.3k | 109.57 |
| 2015-09-30 | $541k | 6.4k | 83.97 |
| 2015-06-30 | $616k | 6.7k | 92.17 |
| 2015-03-31 | $608k | 6.6k | 92.49 |
| 2014-12-31 | $580k | 6.2k | 93.78 |
| 2014-09-30 | $571k | 6.3k | 90.03 |
| 2014-06-30 | $582k | 6.4k | 90.33 |
| 2014-03-31 | $496k | 5.7k | 86.93 |
| 2013-12-31 | $422k | 4.9k | 85.53 |
More positions owned by Prospera Financial Services
View all positions for Prospera Financial Services